Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49153.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45092.3 Kr¶
PnL: ---------------------------------------> 36.3 Kr¶
DD now: ---------------------------------> -7.468 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 16:45:16.427338'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.060000 | 1666.620000 | 197.620000 | 13.450000 | 1468.999998 |
| Orrön Energy | 180 | -1.920000 | 2160.000000 | 117.000000 | 5.730000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.100000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Sagax B | 4 | 0.450000 | 901.200000 | 47.200000 | 5.530000 | 854.000000 |
| Hoist Finance | 35 | 0.860000 | 1025.500000 | 45.500000 | 4.640000 | 980.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.140000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| Hexatronic Group | 12 | 0.000000 | 1001.760000 | 34.760000 | 3.590000 | 966.999996 |
| JM | 6 | -1.060000 | 892.800000 | 28.800000 | 3.330000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.410000 | 985.200000 | 24.200000 | 2.520000 | 960.999996 |
| OX2 | 13 | 1.290000 | 967.200000 | 17.200000 | 1.810000 | 949.999999 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| BioGaia B | 8 | -1.600000 | 935.200000 | 5.200000 | 0.560000 | 930.000000 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| AcadeMedia | 8 | -1.180000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| VEF | 909 | -3.330000 | 1845.270000 | -4.730000 | -0.260000 | 1850.000436 |
| Sedana Medical | 93 | -5.590000 | 2512.860000 | -8.140000 | -0.320000 | 2521.000011 |
| Clas Ohlson B | 12 | -2.070000 | 963.600000 | -9.400000 | -0.970000 | 972.999996 |
| Addnode Group B | 11 | 0.730000 | 908.600000 | -12.400000 | -1.350000 | 921.000003 |
| ASSA ABLOY B | 3 | -1.730000 | 766.200000 | -12.800000 | -1.640000 | 779.000001 |
| Byggmax Group | 33 | -3.190000 | 942.480000 | -13.520000 | -1.410000 | 956.000001 |
| EQT | 4 | -2.250000 | 817.600000 | -14.400000 | -1.730000 | 832.000000 |
| INVISIO | 16 | 1.550000 | 3672.000000 | -17.000000 | -0.460000 | 3689.000000 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.320000 | 940.800000 | -26.200000 | -2.710000 | 966.999999 |
| SKF B | 5 | -1.470000 | 904.750000 | -35.250000 | -3.750000 | 940.000000 |
| Latour B | 4 | -0.150000 | 814.800000 | -42.200000 | -4.920000 | 857.000000 |
| Indutrade | 5 | -1.510000 | 1172.000000 | -46.000000 | -3.780000 | 1218.000000 |
| Vitec Software Group B | 2 | -2.550000 | 1032.000000 | -55.000000 | -5.060000 | 1087.000000 |
| Bufab | 3 | -1.090000 | 1039.200000 | -69.800000 | -6.290000 | 1109.000001 |
| BHG Group | 97 | -1.830000 | 1356.060000 | -102.940000 | -7.060000 | 1458.999989 |
| Hexagon B | 26 | -3.140000 | 3325.400000 | -135.600000 | -3.920000 | 3461.000010 |
| TOTAL | 45092.300000 | 36.300000 | -7.46759% | 45056.000411 |
Updated:¶
'2023-07-05 16:45:33.677797'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
